See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,377 | $106,890-38.8% | $84,015-22.2% | $152,861-57.2% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 18.47% | 104.99%-86.5pp | 71.31%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $579 | $2,734-78.8% | $1,983-70.8% | $4,762-87.8% |
| Participant deferral / active EE | $1,102 | $4,011-72.5% | $3,239-66.0% | $5,850-81.2% |
| Admin fee / account holder | $2,210 | $8,285-73.3% | $6,101-63.8% | $11,596-80.9% |